Consultant Agreements General Information

  • Below are directions, due dates and forms that will be needed to complete a Consultant Agreement. Please review the “Check List” and the “Flow Chart” to review the updates to the consultant process. Any questions pertaining to Consultant Agreements may be directed to Latonya Thompson at x14678.

    The New Consultant Process 2022

    Consultant Agreement Process Check-Off 2022

    Consultant Process


    Completed consultant agreement packets will include the following forms:

    Please note that all forms have been updated. Please replace any existing forms on your computer with the forms listed below.

    NOTE: The name on the Consultant Agreement, Requisition, and the W‐9 should match.

    1. Agreement for Consultant Services (rev 7/2016) – When using the interactive agreement, do not use plain paper. Only use store stock form #300326 and submit all 5 copies in this order: white (bright), white (less bright), yellow, green, and pink. The 3/2016 revision includes verbiage for the IRS standard mileage rate along with acknowledgements for STRS retirees and invoices from consultants. Example of Agreement for Consultant Services.
      Agreement Sample
      Consultant Agreement Form
    2. W-9 (rev 10/2018) 
    3. Consultant Agreement Informational Memorandum (rev 7/2016)- A pamphlet or website posting may be included with memo.
      Consultant Agreement Informational Memo 8-2021
    4. Pre-encumbering Requisition – All requisitions must follow the format outlined in this Example of Pre-Encumbering Requisition
      Requisition Sample 2021

    Payment of Consultants will be processed using the following forms:

    Confirmation of Consultant Services

    Invoice Template

    Earnings limits for STRS retirees are as follows:

    • 2017-18  $43,755
    • 2018-19  $45,022
    • 2019-20  $46,451
    • 2020-21  $47,713
    • 2021-22  $48,428
    • 2022-23  $49,746
    • 2023-24  $50,655


    Consultant Agreements & Payment Processing Deadlines 2023-24